Zoho Books | Product Updates | February 2025

Zoho Books | Product Updates | February 2025

Hello users,

Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration. Explore these updates that are designed to elevate your accounting experience.

Import/Export E-Invoices in the ZUGFeRD and XRechnung Format [Germany Edition]

Customers can now download their e-Invoices in both XRechnung and ZUGFeRD formats directly from their customer portal. Additionally, vendors can upload invoices through their vendor portal and later convert them into bills from the Bills module.




Create Compound and Group Taxes [Germany Edition]

We’ve introduced the option to create compound and group taxes to manage local taxes and surcharges. In some cases, additional taxes, such as tourism or municipal taxes, may be charged alongside VAT. If the local tax is included in the total amount, VAT will be calculated on the entire amount (including the surcharge). However, if the local tax is applied separately, it will not be subject to VAT and will not appear in VAT-based reports. Additionally, when creating a tax rate, you can set tracking preferences for both sales and purchases.



Use Field Comparison as Criteria in Workflow Rules

When creating workflow rules, you can now use the comparison of two fields as criteria. For example, you can set a rule that triggers a workflow when the Discount Amount exceeds the Tax Amount.



To compare fields as criteria, navigate to Settings > Automation > Workflow Rules > + New Workflow Rule. Enter the Workflow Rule Name and select the Module. Choose an Action Type and click Next. Then, click + New Criteria, select a field from the first dropdown, choose a comparator from the second dropdown, click Select Placeholder below the third dropdown, and select the field to compare. Click Done.

Background Execution Custom Button

When creating a custom button, if the execution takes longer than 10 seconds, you can choose to either wait for it to finish or move it to the background. For tasks that run over five minutes, the system will automatically shift them to the background unless you opt to do so manually. After the process is completed, you'll receive an in-app notification.

Send Emails with Custom SMTP Servers

With Email Relay, you can use your own SMTP (Simple Mail Transfer Protocol) servers to send emails and avoid spam filters. You can add multiple SMTP servers, assign them to specific emails or domains, and set a daily sending limit. Once the limit is reached, emails will be sent through our Transmail server.



To setup an email relay, go to Settings > Reminders and Notifications > Email Notifications > Email Relay > + New Server.

Leave Organization

We've introduced the option to leave an organization from the Manage Organizations page. However, if you're the admin who created the organization or the only admin, you'll need to delete the organization instead. Additionally, if you've enabled any integrations in the organization, you'll need to disable them before leaving.



Filter Lookup Custom Fields by Setting Criteria and Using Custom Views

You can now filter your lookup custom fields by using custom views and setting criteria. Records will be filtered based on both the Custom View and Criteria, ensuring all conditions are met.



Create Workflow Rules with Sub-Modules

You can now create workflow rules for sub-entities within the Invoice module. For example, within the Invoice module, you can execute workflows with Bill of Supply, Debit Note, and Late Fee as sub-modules.



To create workflow rules for sub-entities within the Invoice module, navigate to Settings > Automation > Workflow Rules > + New Workflow Rule. Enter the Workflow Rule Name, select the module as Invoice, choose an option under Execute Workflow For, and select the sub-entity from the Invoice Type dropdown.

Handle Duplicate Items Using SKU in Zoho Books - Zoho CRM Integration

You can now use product SKU as the field based on which duplicate items will be identified while integrating Zoho Books organization with Zoho CRM.



Zoho Inventory Add-On Updates

Print/Download Purchase Receives

Now, you can print or download your purchase receives. We have also supported a standard template with which you can view the PDF of your purchase receives.

To print or download a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and click PDF/Print.

To view the PDF of a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.

Other Feature Enhancements

  • Access your Customer/Vendor Balance Summary reports with the same configuration and filters as before, and create custom reports.
  • We now support exporting the current view of your filtered Tasks that you and your users have to complete.
  • You can now mark the default filters of all modules as your favorites. This change will only be visible to you and will not affect other users in the organization.



    We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We’ll be back next month with even more updates, as we continually strive to elevate your accounting experience.

    You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

   Best regards,
   The Zoho Books Team


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • How to add application logo

                                    I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                  • Email login error

                                    Login successfully but email page error
                                  • Zoho Analytics Regex Support

                                    When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
                                  • Change of Blog Author

                                    Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
                                  • Show Attachments in the customer portal

                                    Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
                                  • Feature Request - Insert URL Links in Folders

                                    I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                  • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                    Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                  • how to differentiate if whatsapp comes from certain landing page?

                                    I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                  • Split my account

                                    Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.
                                  • How to record company set up fees?

                                    Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
                                  • Have Mail Lite, wish to add/purchase 2nd domain and use email

                                    Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the
                                  • Show Payment terms in Estimates

                                    Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
                                  • Search Bar Improvement for Zoho Commerce

                                    Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
                                  • How can I calculate the physical stock available for sale?

                                    Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?
                                  • When dispatched to crew, assigning lead missing

                                    Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
                                  • I want to transfer the project created in this account to another account

                                    Dear Sir I want to transfer the project created in one account to another account
                                  • Inactive User Auto Response

                                    We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
                                  • Weekly Tips : Customize your Compose for a smoother workflow

                                    You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                  • Custom Bulk Select Button

                                    Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
                                  • Need support in setting up the company email and few other setups

                                    Need support in setting up the company email and few other setups
                                  • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

                                    Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                  • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                    Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                  • Remote Server is misconfigured

                                    Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta
                                  • BUG - Google Business Buttons - Add a button to GBP Post

                                    I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
                                  • This mobile number has been marked spam.

                                    Dear zoho team, I am very happy to use zoho,because it india 🇮🇳 own app, but when we login into zoho account we facing some issue, please solve below issue ASAP. Add your mobile number As an added security measure for Accounts, you need to verify and
                                  • Do you have software like Windows software?

                                    We want swadeshi software
                                  • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                  • Trying to export a report to Excel via a deluge script

                                    I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
                                  • Need help to create a attach file api

                                    https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
                                  • Export view via deluge.

                                    Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
                                  • Zoho Inventory's latest shipping integration updates at a glance.

                                    Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
                                  • IP Address Blocked

                                    Hi Team. Hope you're doing good. I'm unable to access Zoho with my IP address. I have to use VPN to access it. IP: 39.44.12.153 This is happening with all the Zoho products, the admin console and the mail.
                                  • Outdated state in mexico

                                    Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
                                  • Possible to generate/download Quote PDF using REST API?

                                    See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
                                  • Creating an invoice to be paid in two installments?

                                    Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
                                  • Bug in allowing the user to buy out of stock items

                                    Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
                                  • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                    Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
                                  • Can a Zoho Sites page be embedded into another website (outside Zoho)

                                    Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
                                  • Bug in allowing the user to buy out of stock items

                                    Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
                                  • Transition Criteria Appearing on Blueprint Transitions

                                    On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
                                  • Next Page